Newton And Rochelle Beckercharitable Trust

Newton And Rochelle Beckercharitable Trust consistently expends millions annually from a substantial asset base with no reported officer compensation.

EIN: 203822168 · Larkspur, CA · NTEE: T22 · Updated: 2026-03-28

$32.9MRevenue
$157.4MAssets
90/100Mission Score (Excellent)
T22
Newton And Rochelle Beckercharitable Trust Financial Summary
MetricValue
Total Revenue$32.9M
Total Expenses$10.6M
Program Spending95%
CEO/Top Officer Pay$157,378,165
Net Assets$146.7M
Transparency Score90/100

Search Intent Cockpit

Newton And Rochelle Beckercharitable Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals

Newton And Rochelle Beckercharitable Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Newton And Rochelle Beckercharitable Trust in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $4.2M and expenses of $10.6M.

Revenue and Expenses

Newton And Rochelle Beckercharitable Trust reported $4.2M in revenue and $10.6M in expenses, a deficit of $6.4M.

Executive Compensation

Top officer compensation appears as $157,378,165 in the stored analysis, with context against revenue and expenses below.

Charity Score and Red Flags

90/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.

Is Newton And Rochelle Beckercharitable Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
95%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Newton And Rochelle Beckercharitable Trust Expense Deployment
Program services$10.1M (95%)

Across stored filings, Newton And Rochelle Beckercharitable Trust shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Newton And Rochelle Beckercharitable Trust Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend95% to programsExcellent
Financial durabilityGrade B10 stored filing years
Peer contextCompare with Butte County Fire Safe CouncilCalifornia and Philanthropy context

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Newton And Rochelle Beckercharitable Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Newton And Rochelle Beckercharitable Trust

Newton And Rochelle Beckercharitable Trust (EIN: 203822168) is a nonprofit organization based in Larkspur, CA, classified under NTEE code T22. The organization reported total revenue of $32.9M and total assets of $157.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Newton And Rochelle Beckercharitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Newton And Rochelle Beckercharitable Trust is a large nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4.2M
Total Expenses$10.6M
Surplus / Deficit$-6,389,532
Total Assets$147.8M
Total Liabilities$1.1M
Net Assets$146.7M
Operating Margin-150.8%
Debt-to-Asset Ratio0.8%
Months of Reserves167.0 months

Financial Health Grade: B

In 2023, Newton And Rochelle Beckercharitable Trust reported a deficit of $6.4M with expenses exceeding revenue, holds 167.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.8% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Newton And Rochelle Beckercharitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 15.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-29.0%+14.1%+5.3%
2022-59.8%-0.1%-21.7%
2021+128.1%+8.8%+8.9%
2020+29.9%-2.7%+8.3%
2019+6.5%+21.2%+34.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Newton And Rochelle Beckercharitable Trust demonstrates a consistent commitment to its charitable purpose, as evidenced by its financial filings. In the latest period (202312), the organization reported expenses of $10,626,491 against revenue of $4,236,959, indicating a reliance on its substantial asset base of $147,846,548 to fund its activities. Over the past five years, expenses have generally ranged between $8.5 million and $10.6 million, while revenues have fluctuated significantly, from $4.2 million to $14.8 million. This pattern suggests a grant-making foundation model, where annual distributions may exceed annual investment income in some years. The trust's financial health appears robust, with assets consistently over $140 million in recent years, providing a strong endowment for future operations. The absence of officer compensation across all reported periods is a significant indicator of efficiency and a focus on directing funds towards the mission rather than administrative overhead related to executive salaries. This practice enhances the trust's transparency and demonstrates a lean operational structure, which is commendable for a charitable trust of this size. The relatively low liabilities, such as $1,143,400 in 202312, further underscore its stable financial position.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Newton And Rochelle Beckercharitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Newton And Rochelle Beckercharitable Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$4.2MTotal Revenue
$10.6MTotal Expenses
$147.8MTotal Assets
$1.1MTotal Liabilities
$146.7MNet Assets
  • The organization reported a deficit of $6.4M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.8%.

Executive Compensation Analysis

The Newton And Rochelle Beckercharitable Trust reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly unusual for an organization of its asset size ($157,378,165) and annual expenditures (e.g., $10,626,491 in 202312). This suggests a volunteer-led or externally managed structure, significantly reducing administrative overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Newton And Rochelle Beckercharitable Trust's IRS 990 filings:

  • Annual expenses frequently exceed annual revenue, indicating reliance on asset drawdowns or prior year surpluses, as seen in 202312 where expenses were $10,626,491 against revenue of $4,236,959.

Strengths

The following positive indicators were identified for Newton And Rochelle Beckercharitable Trust:

  • Zero officer compensation reported across all filings, indicating extremely low administrative overhead.
  • Substantial and growing asset base, with $147,846,548 in 202312, providing long-term financial stability.
  • Consistent annual expenditures in the millions, demonstrating active grant-making and charitable distribution.
  • Low liabilities relative to assets, indicating strong financial health and minimal debt.

Frequently Asked Questions about Newton And Rochelle Beckercharitable Trust

Is Newton And Rochelle Beckercharitable Trust a legitimate charity?

Newton And Rochelle Beckercharitable Trust (EIN: 203822168) is a registered tax-exempt nonprofit based in California. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $32.9M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Newton And Rochelle Beckercharitable Trust spend its money?

Newton And Rochelle Beckercharitable Trust directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Newton And Rochelle Beckercharitable Trust tax-deductible?

Newton And Rochelle Beckercharitable Trust is registered as a tax-exempt nonprofit (EIN: 203822168). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Newton And Rochelle Beckercharitable Trust CEO make?

Newton And Rochelle Beckercharitable Trust's highest-compensated officer earns $157,378,165 annually. The organization reported $32.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Newton And Rochelle Beckercharitable Trust compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Newton And Rochelle Beckercharitable Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Newton And Rochelle Beckercharitable Trust located?

Newton And Rochelle Beckercharitable Trust is headquartered in Larkspur, California and files with the IRS under EIN 203822168. It is classified under NTEE code T22.

How many years of IRS 990 filings does Newton And Rochelle Beckercharitable Trust have?

Newton And Rochelle Beckercharitable Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $32.9M in total revenue.

Is Newton And Rochelle Beckercharitable Trust financially stable?

Yes, the trust is financially stable, possessing substantial assets of $147,846,548 in 202312, which far exceed its annual expenses of $10,626,491 and liabilities of $1,143,400.

How efficient is Newton And Rochelle Beckercharitable Trust with its spending?

The trust appears highly efficient, with 0% officer compensation reported across all filings, suggesting a very low administrative burden and a strong focus on program delivery through its grant-making activities.

What is the trend in the trust's assets?

The trust's assets have shown significant growth over the long term, from $15,179,282 in 201112 to $147,846,548 in 202312, indicating effective asset management and endowment growth, although there was a slight decrease from $179,394,273 in 202112.

Filing History

IRS 990 filing history for Newton And Rochelle Beckercharitable Trust showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Newton And Rochelle Beckercharitable Trust's revenue has grown by 443.3%, moving from $780K to $4.2M. Total assets increased by 874% over the same period, from $15.2M to $147.8M. Total functional expenses rose by 1205.8%, from $814K to $10.6M. In its most recent filing year (2023), Newton And Rochelle Beckercharitable Trust reported a deficit of $6.4M, with expenses exceeding revenue. The organization holds $1.1M in liabilities against $147.8M in assets (debt-to-asset ratio: 0.8%), resulting in net assets of $146.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4.2M $10.6M $147.8M $1.1M
2022 $6.0M $9.3M $140.4M $1.3M View 990
2021 $14.8M $9.3M $179.4M $413K View 990
2020 $6.5M $8.6M $164.7M $280K View 990
2019 $5.0M $8.8M $152.0M $95K
2015 $4.7M $7.3M $113.3M $83K View 990
2014 $90.0M $5.9M $99.8M $92K View 990
2013 $16.3M $1.4M $47.4M $84K View 990
2012 $13.5M $827K $27.9M $1 View 990
2011 $780K $814K $15.2M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $4.2M, expenses of $10.6M, and assets of $147.8M (revenue -29.0% year-over-year).
  • 2022: Revenue of $6.0M, expenses of $9.3M, and assets of $140.4M (revenue -59.8% year-over-year).
  • 2021: Revenue of $14.8M, expenses of $9.3M, and assets of $179.4M (revenue +128.1% year-over-year).
  • 2020: Revenue of $6.5M, expenses of $8.6M, and assets of $164.7M (revenue +29.9% year-over-year).
  • 2019: Revenue of $5.0M, expenses of $8.8M, and assets of $152.0M (revenue +6.5% year-over-year).
  • 2015: Revenue of $4.7M, expenses of $7.3M, and assets of $113.3M (revenue -94.8% year-over-year).
  • 2014: Revenue of $90.0M, expenses of $5.9M, and assets of $99.8M (revenue +451.0% year-over-year).
  • 2013: Revenue of $16.3M, expenses of $1.4M, and assets of $47.4M (revenue +20.7% year-over-year).
  • 2012: Revenue of $13.5M, expenses of $827K, and assets of $27.9M (revenue +1636.6% year-over-year).
  • 2011: Revenue of $780K, expenses of $814K, and assets of $15.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Newton And Rochelle Beckercharitable Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Newton And Rochelle Beckercharitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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